Larson Financial Group’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $51.3K | Buy |
474
+208
| +78% | +$22.5K | ﹤0.01% | 1058 |
|
|
2025
Q1 | $25.5K | Hold |
266
| – | – | ﹤0.01% | 1267 |
|
|
2024
Q4 | $27.4K | Hold |
266
| – | – | ﹤0.01% | 1094 |
|
|
2024
Q3 | $27K | Sell |
266
-9
| -3% | -$912 | ﹤0.01% | 1092 |
|
|
2024
Q2 | $26.8K | Hold |
275
| – | – | ﹤0.01% | 974 |
|
|
2024
Q1 | $25.8K | Hold |
275
| – | – | ﹤0.01% | 833 |
|
|
2023
Q4 | $23.2K | Hold |
275
| – | – | ﹤0.01% | 817 |
|
|
2023
Q3 | $20.8K | Hold |
275
| – | – | ﹤0.01% | 803 |
|
|
2023
Q2 | $21.3K | Buy |
275
+107
| +64% | +$8.29K | ﹤0.01% | 724 |
|
|
2023
Q1 | $12K | Buy |
168
+88
| +110% | +$6.27K | ﹤0.01% | 870 |
|
|
2022
Q4 | $5.31K | Buy |
+80
| New | +$5.31K | ﹤0.01% | 1012 |
|